We are live on ! Find out more
MBUU icon

Malibu Boats

185 hedge funds and large institutions have $1.07B invested in Malibu Boats in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $4.8M | Put options by funds: $2.37M

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $961M → $1.07B (+$108M)

1% more funds holding

Funds holding: 183185 (+2)

0.66% more ownership

Funds ownership: 92.31%92.97% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
185
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
76
Reduced
58
Closed
16
Calls
$4.8M
Puts
$2.37M
Net Calls
+$2.43M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
176
Carolina Wealth Advisors
South Carolina
$4.35K +$994 +17 +28%
Simplex Trading
177
Simplex Trading
Illinois
$4K +$5.09K +87 New
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$2K
CA
179
Clearstead Advisors
Ohio
$1.75K
LC
180
Lindbrook Capital
California
$1.58K
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$1K -$40.9K -700 -98%
GWM
182
Geneos Wealth Management
Colorado
$847
S
183
SignatureFD
Georgia
$565
SSC
184
Syverson Strege & Co
Iowa
$395
GRP
185
Global Retirement Partners
California
$343 +$351 +6 New
HF
186
HRT Financial
New York
-$1.18M -22,097 Closed
JFG
187
Jefferies Financial Group
New York
-$949K -17,800 Closed
DTL
188
Dynamic Technology Lab
Singapore
-$755K -14,170 Closed
YIH
189
Y-Intercept (HK)
Hong Kong
-$400K -7,510 Closed
KI
190
Kula Investments
Illinois
-$336K -6,307 Closed
CEI
191
Clark Estates Inc
New York
-$320K -6,000 Closed
GCM
192
Graham Capital Management
Connecticut
-$225K -4,224 Closed
PI
193
PEAK6 Investments
Illinois
-$65.6K -1,231 Closed
PMEF
194
Point72 Middle East FZE
United Arab Emirates
-$30.8K -577 Closed
CT
195
Colonial Trust
South Carolina
-$5.6K -105 Closed
MAM
196
Meeder Asset Management
Ohio
-$3.36K -63 Closed
ASN
197
Advisory Services Network
Georgia
-$1.49K -28 Closed
IA
198
IFP Advisors
Florida
-$2K -23 Closed
CWA
199
Clearview Wealth Advisors
Oregon
-$1.07K -20 Closed
CS
200
Comerica Securities
Michigan
-$1.01K -19 Closed

MBUU Hedge Fund Activity: Q1 2023 in Review

185 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2023, worth a combined $1.07B — up 11% from $961M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MBUU positions and 16 closed out — a net gain of 2 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.03M. The largest seller was Prudential Financial, cutting an estimated $6.24M.

  • 185 institutional investors held Malibu Boats (MBUU) as of Q1 2023, up from 183 in Q4 2022.
  • Funds reported $1.07B of Malibu Boats stock for Q1 2023, up 11% quarter-over-quarter.
  • 18 funds opened new Malibu Boats positions in Q1 2023 and 16 closed out, a net change of +2 holders.
  • The largest Malibu Boats buyer in Q1 2023 was Vanguard Group, an estimated $5.03M added.
  • The largest Malibu Boats seller in Q1 2023 was Prudential Financial, an estimated $6.24M sold.

Based on aggregated 13F filings for Q1 2023.